AWS
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AJ Wealth Strategies’s ADT ADT Stock Holding History

AJ Wealth Strategies’s Portfolio ADT Stock Details ADT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-16,774
Closed -$134K – 224
2020
Q2 		$134K Sell
16,774
-38,811
-70% -$251K 0.01% 193
2020
Q1 		$240K Buy
55,585
+15,212
+38% +$92K 0.03% 149
2019
Q4 		$320K Sell
40,373
-33,246
-45% -$263K 0.04% 91
2019
Q3 		$462K Buy
73,619
+8,241
+13% +$46.7K 0.06% 75
2019
Q2 		$400K Sell
65,378
-48,211
-42% -$307K 0.06% 73
2019
Q1 		$726K Buy
113,589
+62,990
+124% +$455K 0.12% 59
2018
Q4 		$304K Buy
50,599
+36,559
+260% +$275K 0.06% 75
2018
Q3 		$132K Buy
+14,040
New +$125K 0.02% 102

Other funds holding ADT

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AJ Wealth Strategies's ADT Position: Q3 2020 in Review

AJ Wealth Strategies sold out of ADT (ADT) in Q3 2020, closing a stake of 16,774 shares — an estimated $134K sold.

AJ Wealth Strategies first reported a position in ADT in Q3 2018 and held it in 8 quarters. The position peaked at $726K in Q1 2019. 209 funds tracked by Wall St. Rank hold ADT as of Q3 2020.

  • AJ Wealth Strategies reported no remaining ADT position as of Q3 2020 after selling out during the quarter.
  • AJ Wealth Strategies sold 16,774 ADT shares in Q3 2020, an estimated $134K.
  • AJ Wealth Strategies first reported a position in ADT in Q3 2018 and held it in 8 quarters.
  • AJ Wealth Strategies's ADT position peaked at $726K in Q1 2019.
  • 209 funds tracked by Wall St. Rank held ADT as of Q3 2020.

Based on AJ Wealth Strategies's 13F filing for Q3 2020, filed 16 Nov 2020.